See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,605 | $57,016+78.2% | $84,966+19.6% | $80,856+25.7% |
| Participation rate | 20.0% | 56.3%-36.3pp | 67.5%-47.5pp | 67.6%-47.6pp |
| Annual return | 10.51% | 21.66%-11.2pp | 66.38%-55.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $728 | $1,798-59.5% | $2,727-73.3% | $2,755-73.6% |
| Participant deferral / active EE | $2,937 | $3,110-5.5% | $4,519-35.0% | $4,296-31.6% |
| Admin fee / account holder | $28,542 | $4,980+473.1% | $6,149+364.2% | $6,918+312.6% |